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Truist表示，战争余波和春季销售淡季或将拖累房屋建筑商的盈利。

-- Truist Securities周四表示，受中东冲突带来的经济影响，几家美国主要房屋建筑商今年的盈利可能受到冲击，本已疲软的春季销售季更是雪上加霜。 这家券商下调了六家房屋建筑商下一季度和全年的盈利预期。这六家公司分别是D.R. Horton (DHI)、Meritage Homes (MTH)、NVR (NVR)、PulteGroup (PHM)、Taylor Morrison Homes (TMHC)和Toll Brothers (TOL)。 Truist还下调了这六家公司的目标股价，原因是通胀以及受2月底爆发的美以战争影响，油价上涨导致消费者信心下降。 Truist分析师Jonathan Bettenhausen在给客户的报告中表示：“这场战争的时机非常不巧。” “尽管我们认为业内对今年春季销售季的预期已经表明，销售额将比去年同期下降个位数百分比左右，但我们认为地缘政治环境的显著恶化不太可能被纳入这些预期之中。” 该券商表示，虽然他们预计其覆盖的股票中“不会有很多股票业绩超出预期”，但他们最看好的是泰勒·莫里森（Taylor Morrison），该股在最新季度财报发布前的表现尤为突出。贝滕豪森写道，这只股票可能“已经消化了最多的坏消息”。 这位分析师表示：“我们认为，人们对春季销售季的乐观情绪已经基本消散，因此我们相应地下调了（上半年）以及下半年的需求预期，因为春季（按订单生产）新订单需求预计会下降。” 由于3月份的新房销售和新住宅建设数据尚未公布，抵押贷款报告和谷歌趋势等其他市场指标“并未显示出令人鼓舞的需求趋势，我们认为，这证实了当前市场对需求的普遍看法。” 周三，全美住宅建筑商协会和富国银行表示，受经济不确定性、建材成本上涨和利率上升的影响，美国住宅建筑商信心指数本月跌至9月以来的最低点。 白宫对与伊朗达成协议持乐观态度，并指出第二轮谈判可能在巴基斯坦举行。上周末，美伊和平谈判在伊斯兰堡结束，但未达成协议。与此同时，华盛顿和德黑兰之间为期两周的停火协议仍然有效。

Price: $144.72, Change: $+0.52, Percent Change: +0.36%

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